Strategic Commercial Account Manager at Oliver Wyman, LLC

Strategic Commercial Account Manager, Regional New Business Focus

Job Type: FLSA Non-Exempt

Essential Duties & Responsibilities:

Documentation

Process documents necessary to maintain the Strategic Account Executive team workflows, utilizing agency management system. Processes including but not limited to:

• Generation of surveys and request renewal applications
• Submit BORs to carriers and tracking of responses
• Create and complete COPE spreadsheets, as needed.
• Request loss runs and prepare Loss Summaries
• Prepare Proposals
• Compare quotes against submissions
• Sending documents for signature via DocuSign
• Identify insurance requirement wording within client contracts
• Review and summarizing of coverage contained in client legacy insurance policies
• Supporting Senior Account Executives and Strategic Sales Members
• Communication of binders and carrier correspondence to/from account management team
• Coordination of printed presentation materials
• Documentation of marketing correspondence

Teamwork

Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:

• Perform tasks assigned by SAE team members
• Attend meetings with Risk Management Team as appropriate.
• Treat clients, prospects, and company employees with courtesy and respect.
• Contribute to a team approach toward meeting goals and providing excellent client service.
• Coordinate and monitor usage and quality of outsourcing teams
• Demonstrate cooperation and effective communication with clients, vendors and co-workers.
• Ability to support the SAE team effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
• Other duties as requested by members of SAE team
• Provides guidance / quality check for other's work

Technical Expertise

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:

• Obtain insurance designations of CIC or equivalent
• Communicate with insurance carriers as needed
• Communicate with clients as needed
• Demonstrated success in servicing multiple client new and renewal business under mentorship of team members

Requirements:

• Education: College Degree, preferred
• P&C License
• 3 to 5 years of experience in commercial accounts
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
• Operational knowledge of various Windows-based application programs such as Excel and Word